by frogdog tech | Feb 10, 2025 | Financial Services, Public Relations, Social/Digital Marketing
All signs point to an improving exit environment for private markets. But tailwinds alone aren’t enough. Strategic public relations and marketing will be force multipliers for private equity firms and their portfolio companies as they take advantage of favorable...
by frogdog tech | Sep 27, 2024 | Conferences & Events, Media Relations, Public Relations, RIAs, Social/Digital Marketing
First-time buyers at the M&A deal table surged 10-15% over the past three years, according to David DeVoe, Founder and CEO of DeVoe & Company. At the 2024 M&A+ Succession Summit in San Francisco, he revealed that while the top 10 acquirers once dominated...
by Mark Grandstaff | Mar 27, 2024 | AI, RIAs, Social/Digital Marketing
The SEC is watching how wealth managers talk about generative AI. It is still early innings for regulation of AI tools in the United States, with most legislative activity taking place on the state level. But the SEC recently fired a warning shot at the wealth...
by Mark Grandstaff | Jun 6, 2023 | Conferences & Events, Content Marketing, Financial Services, Financial Trends, Public Relations, Social/Digital Marketing
Centered around the theme of growth, DeVoe & Company’s 2023 Elevate conference in Nashville, Tennessee, last month invited hundreds of advisors to learn from RIA industry experts and discuss strategies among peers. Focuses of the educational sessions included the...
by Mark Grandstaff | Mar 24, 2023 | Financial Services, Financial Trends, Media Relations, Public Relations, Social/Digital Marketing
Although I don’t like to make broad predictions about life, if I had to, I’d probably tell you that I’ll spend the rest of my working days in agency PR. What makes me so sure? No matter your industry, very few jobs offer the opportunity of a front-row seat to a...
by Mark Grandstaff | Nov 30, 2022 | Conferences & Events, Content Marketing, Financial Services, Financial Trends, Public Relations, Social/Digital Marketing
At Schwab IMPACT in Denver earlier this month, thousands of financial advisers congregated to learn about the future of the industry and best practices through seminars, panels, and networking events among esteemed peers. One of the most impactful sessions delved into...
